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Sub Reports

  • Data has a master / detail type of relationship e.g. Serial numbers on a document line.
  • The report requires two different data sources that do not link in any way
  • Sets of data require different search criteria e.g. DR_Control.CLR
  • Report requires line level & summary data

There are many cases with master/detail reports where subreports and grouping are interchangeable, but with experience you will come to know which method is the best to use for your particular purpose.

A good example of non-linking data sources is our GST report, which obviously needs to draw on information from both the Debtors and the Creditors tables. There is no way that we can or would even want to join the tables together, so we construct two separate reports and pass the results of our calculations to a third report which summarises the information.

Sub Reports Using Non-linked Data Sources

Sub reports can be used to report on two sets of data that are not linked in any way. The report that is going to be built shall give a list of transactions (debtors as well as creditors) grouped by tax rate.

Summary Sub Reports

Sub reports are also used in scenarios where there is different line and summary data.

Example: